CREST PRIVATE WEALTH, LLC

CREST PRIVATE WEALTH, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 328856). Regulatory assets under management: $10.8M.

Registration

• CRD: 328856
• Type: Registered investment adviser
• Location: 1790 KIRBY PARKWAY, MEMPHIS, TN, 38138
• Phone: 901-606-8335
• Latest filing: 2026-02-24
• Regulatory AUM: $10.8M
• Discretionary AUM: $326K
• Non-discretionary AUM: $10.4M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search